UMB Bank’s PACS Group PACS Stock Holding History

UMB Bank’s Portfolio PACS Stock Details PACS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100	Closed	-$1.37K	–	2337
2025 Q3	$1.37K	Hold	100	–	–	﹤0.01%	2075
2025 Q2	$1.29K	Hold	100	–	–	﹤0.01%	2042
2025 Q1	$1.12K	Hold	100	–	–	﹤0.01%	2027
2024 Q4	$1.31K	Buy	+100	New	+$2.56K	﹤0.01%	1985

Other funds holding PACS

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DCM

Defilade Capital Management Emeryville, California $747M AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UMB Bank's PACS Position: Q4 2025 in Review

UMB Bank sold out of PACS Group (PACS) in Q4 2025, closing a stake of 100 shares — an estimated $1.37K sold.

UMB Bank first reported a position in PACS in Q4 2024 and held it in 4 quarters. The position peaked at $1.37K in Q3 2025. 187 funds tracked by Wall St. Rank hold PACS as of Q4 2025.

UMB Bank reported no remaining PACS Group position as of Q4 2025 after selling out during the quarter.
UMB Bank sold 100 PACS Group shares in Q4 2025, an estimated $1.37K.
UMB Bank first reported a position in PACS Group in Q4 2024 and held it in 4 quarters.
UMB Bank's PACS Group position peaked at $1.37K in Q3 2025.
187 funds tracked by Wall St. Rank held PACS Group as of Q4 2025.

Based on UMB Bank's 13F filing for Q4 2025, filed 13 Feb 2026.